Rizzutto Financial Advisors

RIASEC Registered
Total AUM
$6.1M
Discretionary
$0
0% of AUM
Avg account
$227K
Accounts
27
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
119971
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Rizzutto Financial Advisors is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm’s client focus is individuals and families, with advisory work that includes financial planning and portfolio management for individuals and small businesses. Its billing mix includes percentage-of-AUM fees alongside hourly and fixed-fee arrangements and other fee types. The firm reports an affiliation with accountants as part of its industry relationships and does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Contacts

1 of 1
  • Anthony Rizzutto

    PrincipalCRD 4570712

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth